cheat sheet

Asset location​
made simple

The free 4-page guide that shows you EXACTLY which investments belong in which accounts

Stop guessing where to put your investments.
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This simple 4-page cheat sheet maximizes your tax efficiency ...
​
... in plain English, with real examples.

(no complicated charts or confusing jargon)

Hi! I'm Paula Pant, Host of the Afford Anything podcast.

After hearing so many asset location questions on the show, I created this simple guide to help you make smart investment decisions.
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No jargon, no complexity -- just the clarity you need to keep your investments in the right accounts.

​

Paula Pant

Host, Afford Anything Podcast

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